so many of you have asked for a way to print out their defined Pipeline...here you go!
REPORT INPUT:
person running report chooses a single Pipeline from the pulldown at report run time
the pulldown is populated with all active Pipelines as defined in your Daylite>Preferences>Pipelines
see screenshot for report input [3rd screenshot for this product]
PRODUCT DESCRIPTION:
this report gives you the full picture of how your selected Pipeline is defined per your Daylite>Preferences>Pipelines
it includes the Stages and each Task or Appointment within each Stage
it's especially helpful for staff meetings, as it's a great way to print out your Pipeline to see where adjustments need to be made
for each Stage, we show its Tasks and Appointments as they appear in your Daylite>Preferences>Pipeline>selected Pipeline [see 4th screenshot for this product]:
- box icon if activity is a Task, clock icon is activity is an Appointment
- Task or Appointment Name
- Task or Appointment Owner name
- Task or Appointment relative date [ie x days before end, x days after start, etc]
- Task or Appointment skip days shown as strikethrough [ie if you skipped Sunday and Monday on a Task, sun,mon is shown with a line through the words]
- Task Priority shown as a flag icon [High Priority is a red flag, Medium Priority is a green flag, Low Priority is a blue flag, No Priority is a grey flag]
- Task or Appointment Category
ADDITIONAL INFO ABOUT THIS PRODUCT:
- the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit; Blue Rock has not programmed any manual page breaks into this report
- the Daylite report engine stops at 100 pages
- output is PDF only
- not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
- not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
- payment is through PayPal; please click the add to cart button to add this report to your order
- completing the purchase indicates agreement with terms of purchase and delivery
Pipeline Definition with per-Stage Activities - DL004
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